See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,445 | $72,012+2.0% | $185,823-60.5% | $79,858-8.0% |
| Participation rate | 40.0% | 65.8%-25.8pp | 78.0%-38.0pp | 69.6%-29.6pp |
| Annual return | 11.61% | 23.12%-11.5pp | 35.95%-24.3pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,362 | $1,965-30.7% | $4,087-66.7% | $2,471-44.9% |
| Participant deferral / active EE | $1,910 | $3,779-49.4% | $5,632-66.1% | $3,740-48.9% |
| Admin fee / account holder | $11,301 | $4,513+150.4% | $9,500+19.0% | $5,306+113.0% |